Setting up a new fund is a quick and easy process that can be completed within 24 hours...

FMO staff provide clients with a free set-up that can get a new fund operational on FMO within hours.

This will involve an on-site visit and a three day training course.

Clients will then have access to a range of tools that they can use to:

  • Add new users / funds / portfolios / accounts / securities / currencies / journal templates
  • Change user permissions
  • Create new reports